How to Issue Pre-qualification and Pre-approval Letters?

Step-by-step guide

Steps involved in issuing a pre-qualification and/or a pre-approval letter are:

  1. Login the system.
  2. Find the loan file in Pipeline or Leads.
  3. Click on Loan Number go to into the loan file.
  4. Click on Actions → Pre-approval → View to preview, and click on "Send" to email a copy.
  5. Use Print Form Settings to update wording in template.  If more customization is needed, use the Settings → Print Forms to add your own custom template.